It’s always a good idea to keep track of analysts’ stock upgrades.
Often, they’re influenced by (1) company fundamentals, such as financial health, future growth, and even meetings with management; (2) industry and market trends, including specific market conditions and economics; (3) earnings and financial data, including earnings reports that came in better than expected, or competitive analysis of a competitor, and (4) guidance.
However, before jumping into a stock just because your favorite analyst upgraded it, do your own due diligence, fundamentally and technically.
That being said, here are a few heavy-hitters seeing upgrades.
Nvidia (SYM: NVDA)
Analysts at Mizuho just reiterated an outperform rating on Nvidia, with a price target of $275 a share. The firm says Nvidia is its top pick in the semiconductor space.
Not long ago, analysts at Barclays upgraded Nvidia to a buy rating thanks to strong AI spending.
“We are OW as the company has long-term sustainable growth led by a large lead in GPUs for AI in DC, with further Edge opportunities (autos, robots, etc.) and a competitive moat around a large portion of the market,” said the firm, as quoted by CNBC.
Wedbush’s Dan Ives says NVDA could see $250 by the end of 2026. In fact, he argues that the market is still underestimating how critical NVDA is to AI.
“The reality is there’s one chip in the world, fueling the AI revolution, and that’s Nvidia. And I think as it plays out, numbers are significantly underestimated. I think 15% to 20% at a minimum going into 2026. You put that together, I think we’re looking at a $250 stock in a base case to end 2026,” said Ives, as quoted by Yahoo Finance.
CrowdStrike (SYM: CRWD)
Analysts at Berenberg just upgraded CrowdStrike to a buy rating.
The firm argues the market is implying low double-digit organic growth for the stock, as compared to the 15% medium-term organic growth the company could deliver.
The stock took off late last week after CRWD announced a deal to acquire AI startup SGNL to help boost its AI capabilities and strengthen its identity security lineup.
“AI agents operate with superhuman speed and access, making every agent a privileged identity that must be protected,” said George Kurtz, CEO and founder of CrowdStrike, in a company press release. “With SGNL, CrowdStrike will deliver continuous, real-time access control that eliminates the known and unknown gaps from legacy standing privileges. We’re disrupting the premise of modern privilege and access – for every identity, human or machine. This is identity security built for the AI era.”
Oracle (SYM: ORCL)
Analysts at Deutsche Bank just reiterated a buy rating on Oracle, which helped push the stock up about $9.40 late last week. The firm believes Oracle is poised for substantial growth thanks to its leadership in AI cloud infrastructure and the “underappreciated” strength of its core cloud, apps, and database businesses.
Wells Fargo has an overweight rating with a $280 price target. Bank of America has a buy rating and a price target of $300. Barclays has an overweight rating with a price target of $310 a share. UBS has a buy rating with a $325 price target.
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Written by Ian Cooper